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Priebe Wealth Holdings LLC: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Priebe Wealth Holdings LLC on BILS, newest first. How the timeline and the estimate are built.

Priebe Wealth Holdings LLC held 33,732 BILS shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 33,732 shares
    Change vs previous 13F +16,843 shares

    2.9% of the 13F portfolio, value $3,353,933.

    13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 16,889 shares
    Change vs previous 13F -3,971 shares

    1.05% of the 13F portfolio, value $1,680,297.

    13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 20,860 shares
    Change vs previous 13F +6,192 shares

    1.4% of the 13F portfolio, value $2,068,303.

    13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 14,668 shares
    Change vs previous 13F +3,480 shares

    1.06% of the 13F portfolio, value $1,460,673.

    13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 11,188 shares
    Change vs previous 13F -40,789 shares

    0.88% of the 13F portfolio, value $1,111,746.

    13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 51,977 shares
    Change vs previous 13F +8,117 shares

    4.03% of the 13F portfolio, value $5,167,508.

    13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 43,860 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $4,347,423.

    13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).